Turtle Creek Wealth Advisors, LLC Incresed Positions in Q2 2025

Turtle Creek Wealth Advisors, LLC

  • $847 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
519
+ 2.72%
$252.37 - $290.71 $131K - $151K
19.6K $5.4B
GRMN
Garmin LTD

Technology
2.58K
+ 10.48%
$173.63 - $218.07 $448K - $563K
27.2K $5.67B
ZTS
Zoetis Inc.

Healthcare
3.8K
+ 11.57%
$144.41 - $170.3 $549K - $647K
36.6K $5.72B
C
Citigroup Inc

Financial Services
1.57K
+ 15.47%
$58.13 - $85.12 $91.4K - $134K
11.7K $999M
KO
Coca Cola CO

Consumer Defensive
4.08K
+ 7.06%
$68.37 - $73.9 $279K - $302K
61.9K $4.38B
LEN
Lennar Corp

Consumer Cyclical
3.63K
+ 8.63%
$102.76 - $115.66 $373K - $419K
45.7K $5.05B
ETR
Entergy Corp

Utilities
4.78K
+ 6.53%
$79.01 - $86.61 $378K - $414K
78K $6.48B
EFG
Msci Eafe Growth ETF

ETFs
17
+ 0.09%
$89.8 - $112.0 $1.53K - $1.9K
18K $2.02B
BAC
Bank Of America Corp

Financial Services
2.65K
+ 16.41%
$34.39 - $47.46 $91.2K - $126K
18.8K $891M
OKE
Oneok Inc

Energy
4.95K
+ 37.74%
$78.71 - $100.37 $390K - $497K
18.1K $1.48B
MRK
Merck & Co., Inc.

Healthcare
7.34K
+ 18.12%
$73.47 - $87.12 $539K - $639K
47.8K $3.78B
AMT
American Tower Corp

Real Estate
385
+ 2.63%
$203.96 - $228.19 $78.5K - $87.9K
15K $3.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
742
+ 14.58%
$483.48 - $539.8 $359K - $401K
5.83K $2.83B
NVO
Novo Nordisk A S

Healthcare
1.78K
+ 16.85%
$58.08 - $81.05 $103K - $144K
12.3K $849M
GM
General Motors CO

Consumer Cyclical
1.21K
+ 10.34%
$42.48 - $50.46 $51.4K - $61K
12.9K $635M
PAA
Plains All American Pipeline LP

Energy
7.49K
+ 22.46%
$16.03 - $20.28 $120K - $152K
40.8K $748M
VOD
Vodafone Group Public LTD CO

Communication Services
2.63K
+ 6.58%
$8.19 - $10.66 $21.5K - $28K
42.5K $453M
CVX
Chevron Corp

Energy
2.79K
+ 19.87%
$133.73 - $168.51 $373K - $470K
16.8K $2.41B
MAS
Masco Corp

Industrials
1.93K
+ 14.58%
$58.73 - $71.06 $113K - $137K
15.1K $975M
T
At&T Inc.

Communication Services
1.25K
+ 4.69%
$26.33 - $28.94 $32.8K - $36.1K
27.8K $806M
APD
Air Products & Chemicals, Inc.

Basic Materials
492
+ 5.43%
$248.61 - $294.96 $122K - $145K
9.55K $2.69B
VZ
Verizon Communications Inc

Communication Services
866
+ 7.37%
$41.67 - $45.62 $36.1K - $39.5K
12.6K $546M
EPSN
Epsilon Energy Ltd.

Energy
300
+ 1.97%
$6.12 - $8.39 $1.84K - $2.52K
15.5K $114M
AFL
Aflac Inc

Financial Services
3.35K
+ 5.52%
$99.77 - $112.45 $334K - $376K
63.9K $6.74B
HESM
Hess Midstream LP

Energy
877
+ 7.86%
$35.23 - $42.89 $30.9K - $37.6K
12K $463M
Healthcare Rlty Tr
9
+ 0.08%
N/A
11.6K $184M
Flagstar Financial Inc
15
+ 0.09%
N/A
16.8K $178M
Liberty Global LTD
700
+ 2.84%
N/A
25.4K $254M
SLB
Schlumberger Limited

Energy
523
+ 5.18%
$31.95 - $42.2 $16.7K - $22.1K
10.6K $359M
SBUX
Starbucks Corp

Consumer Cyclical
951
+ 3.85%
$79.69 - $99.41 $75.8K - $94.5K
25.7K $2.35B
MCD
Mcdonalds Corp

Consumer Cyclical
2.18K
+ 6.15%
$285.55 - $321.23 $624K - $702K
37.7K $11B
APA
Apa Corp

Energy
638
+ 1.46%
$14.03 - $21.24 $8.95K - $13.6K
44.2K $808M
COP
Conocophillips

Energy
764
+ 5.56%
$82.66 - $106.1 $63.2K - $81.1K
14.5K $1.3B
PG
Procter & Gamble CO

Consumer Defensive
3.49K
+ 5.28%
$157.66 - $172.39 $550K - $601K
69.6K $11.1B
XOM
Exxon Mobil Corp

Energy
2.59K
+ 3.76%
$99.93 - $119.04 $259K - $308K
71.3K $7.69B
Activity Summary
Buys All Purchases 238 New Holdings 152 Increased Positions 86 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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